Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial planning and advice
Investment product knowledge
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client relationship management
Financial planning and advice
Investment product knowledge
Risk mitigation
Client needs assessment
Nice-to-have
Results-driven mindset
Adaptable to new technology
Strong peer relationships
Executive presence
Key Requirements
Must obtain required industry licenses
SAFE Act registration required
High School Diploma / GED / Secondary School or equivalent